Month: September 2021

OWTW
CapEx Team

No Love for Commodities – OWTW

  HIGH YIELD: A LOSING PROPOSITION Take a look at this chart and then ask yourself what happens when folks wake to the reality that inflation is transitory in the same way as tofu is tasty? Suddenly, that capital seeks inflation protection, that’s what.   NO LOVE FOR COMMODITIES Now, where could

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OWTW
CapEx Team

WallStreetBets, Meet Yellowcake – OWTW

After helping push up meme stocks to the moon, WallStreetBets has now zeroed in on an unlikely target: uranium. Yes, you read that right! If you are a long-time reader, uranium has probably been on your radar for a while (in Insider we first dipped our toes in uranium stocks

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